Emerging markets: From ‘why’ to ‘where in emerging markets’

Over the years, we have repeatedly made the case for a direct allocation to emerging markets, as they are underrepresented in major global indices and under-researched by the world’s investors.

Through frequent crises and downswings, we encouraged investors not only to keep the faith, but also to look through the short-term news and focus on the long-term potential. At times, this may have been severely tested as currencies and commodities saw collapsing prices and political shocks wreak havoc on asset prices. We continue to emphasise that there are always investment opportunities present in emerging markets. Emerging market behaviour is far more inefficient than that of developed mar- kets, creating ongoing mispricings from which an active, valuation-driven investor can benefit.

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